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With you 100%. TT must be using AI coding to save money. Result is buggy code that no one on the TT team understands, especially the hallucinating AI that added the crazy Canadian code.   What are some good alternate tax software packages for home and business? Anyone have good recommendations?

Thank you @Walk_the_walk for documenting your workaround. Here is an alternative process for those using Desktop that does not require you to use the Online version, will allow you to continue using a partially completed return and does not require you to mail your paper 1099-DA. It is not perfect but eliminates 80% of the effort of typing it manually.   1. Download a CSV of your 1099-DA from your crypto platform. 2. Convert the CSV to a TXF using easytxf.com. Map the following fields:     DATE ACQUIRED -> Opening Date     SALE DATE -> Close Date     DTIF CODE -> Symbol     DTIF UNITS -> Quantity     COST BASIS -> Opening Net Amount $     TERM -> Term (Optional) 3. Import the TXF into TT by going to File->Import->From Accounting Software->Other Financial Software (TXF) 4. Because the TXF file format has not been updated for the new 1099-DA, it will treat it as a 1099-B for Stock. To change it, go to View->Forms and scroll down to Cap Asset Sales worksheet under Sch D. Type the financial institution name, your acct number and TIN, and check the box for Digital asset transactions (Form 1099-DA).   5.  Go to the Cap Asset Sales Entry Worksheet directly underneath. You should see all of your imported transactions but you may need to do some cleanup on each entry:  - Since there is no mapping for the Form 8949 Code you may need to change the Basis Reported to IRS from Y to N, and Holding Period from Short to Long. This will set the 8949 Box to either G or H. Note that any entries with an Acquired Date of "Various" will default to Long. - For some reason, the Quantity did not map to the Units Sold, so for each entry I had to cut and paste the quantity from the front of the Property Description to the Units Sold (if digital) field. Finally, when I finished all of the entries for each crypto code, I pasted the DTIF code into the Name of Digital Asset fields. This updates the Property Description. Someone who understands the TXF file format better may be able to properly map the quantity and description to avoid having to do this, but in the scheme of things, it was a small amount effort compared to typing it from scratch like Intuit wants you to do. 6. Go to Form 8949 below and reconcile it with your 1099-DA PDF. If there any discrepancies go back to the worksheet and make the necessary updates.  7. When you view this investment in Step by Step view it will still refer to it as a 1099-B but what is in form 8949 is what will be filed, and it should correctly say that it is a 1099-DA.   Good luck and I hope this will be fixed in next year's version.

If you have K-1 income that is specifically added or excluded in Pennsylvania that carried over from your Federal return, in the PA K-1 Interview section, you can enter $0 or the amount that is taxable in PA.  If you're a non-resident, enter $0's s on the K-1 income screen.   Here's more detailed info on K-1 Income in Pennsylvania.   @ConR   

Thank you SO MUCH for clarifying between spouse or non-spouse transfers!!   in my case, it was a transfer between spouses and I could not convince the brokerage firm to fix 1099.  They kept on telling that I have to get a tax advisor..   Thanks again!

Yes, VolvoGirl, I have started (and paid) for 2025. When it comes to 2021 the only option is to download the return as a PDF file that does not include worksheets, or download the .tax file.   For anyone else who might be facing a similar challenge I wanted to share an update:   I have not found a way to access the 2021 worksheets, despite the multiple suggestions in this thread, a visit to a local TurboTax office, and escalating my support request all the way to Intuit's Office of the President. My understanding at this point is that the only way to obtain the worksheets would be to find someone with TurboTax Desktop 2021 already installed and to use their computer to load my .tax file.   My advice? Make sure you archive your full return and worksheets each year if you think you ever might need them. My mistake was to think that TurboTax's promise of retention for 7 years included access to the worksheets, which apparently it does not.      

Self employment income is from Schedule C .    For an IRA contribution.  If you only have self-employment income you can only contribute up to your net profit reduced by the deduction allowed for one-half of your self-employment taxes then only up to the max IRA limit.   Do you have any W2 income too?   

The partnership ended or the trust ended? If you got a final K-1 from the trust then the trust ended, but what about the 1065 (the partnership)? It's not clear; is that also dissolving? You said the partnership has ended. Is that the case. You need to provide more details on what is happening.    If the assets are being transferred to a new entity then they have the same basis as the entity transferring them had.

When you select the type of sale in the Sales section box, the dropdown has selections for short term basis   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and continue

You have to select to file the extension from inside your return but your return does not need to be prepared yet. See How do I file an IRS tax extension? & How do I file an extension for my personal state taxes?

You do not need an online tax return to e-file the extension request.   See this for how to e-file an extension request - https://ttlc.intuit.com/community/extensions/help/can-irs-extensions-be-e-filed/01/25884?search-action-id=618691191333&search-result-uid=25884

Hi baldietax-   OK, thank you very much for taking the time to answer my maybe stupid question.   I had just never had the experience before of a continuation statement being put at end of return by the TurboTax program itself.   I guess the difference is, if the TurboTax program does it, it's OK and doesn't cause any problems, but if the user needs to attach a PDF or Word document explanation page to the return, it can't be done electronically, it can only be done on paper, so forces a paper return which then has to be mailed to IRS.   Thanks again!